MIDATLANTIC CAPITAL MANAGEMENT, INC.
Adviser information for MIDATLANTIC CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 144 | $231.4M |
| Non-Discretionary | 22 | $185.1M |
| Total | 166 | $416.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 61 | $13.9M |
| HNW Individuals | 79 | $173.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 22 | $185.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $40.1M |
| Other | <5 | $4.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 190.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MIDATLANTIC CAPITAL MANAGMENT, INC. WRAP FEE PROGRAM | MIDATLANTIC CAPITAL MANAGEMENT, INC. |
Identifiers
| SEC RIA File Number | 801-64887 |
|---|---|
| SEC ERA File Number | 801-64887 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116524 |
| Legal Entity Identifier | None |
Principal Office
11448 ROBIOUS ROADRICHMOND
VA
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 804-272-9200, Fax: 804-272-9102
Websites
Chief Compliance Officer
JOHN F. DEPEW
PRESIDENT
11448 ROBIOUS ROAD
RICHMOND
VA
United States
Tel:
804-272-9103
J*****@**********************M
(Full email address available in API data)
Regulatory Contact
ROBERT B. WRENN, JR.
VICE PRESIDENT
11448 ROBIOUS ROAD
RICHMOND
VA
United States
Tel:
804-272-9104
R*****@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DEPEW, JOHN, FREDERICK | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 08/1993 | 50-75% |
| WRENN, ROBERT, BRENAMAN | Individual | – | PRINCIPAL | 02/2006 | 50-75% |